Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 29.74%
 

Barclays PLC, founded in 1690 by goldsmith bankers in London, is a British multinational financial institution headquartered in London, operating as one of the world’s oldest banks with a significant presence in investment banking, retail banking, and wealth management. Managing billions in assets, Barclays serves millions of customers globally through its retail arm (notably in the UK) and its investment banking division, which excels in trading, mergers and acquisitions, and capital markets, competing with Wall Street giants. The bank has navigated challenges like the 2008 financial crisis—opting for private funding over a government bailout—and has since focused on restructuring, digital innovation, and sustainable finance initiatives. With a rich history and a modern global footprint, Barclays remains a key player in both UK and international financial markets.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.4B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,393
New
Increased
Reduced
Closed

Top Buys

1 +$4.56B
2 +$797M
3 +$786M
4
FON
SPRINT CORP FON COM
FON
+$724M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$672M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.01%
2 Financials 8.92%
3 Technology 7.95%
4 Communication Services 7%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$25.3M 0.06%
+1,017,675
277
$25.3M 0.06%
+416,600
278
$25.2M 0.06%
+112,272
279
$25.2M 0.06%
+298,122
280
$25.2M 0.06%
+555,746
281
$25.1M 0.06%
+2,300
282
$25.1M 0.06%
+1,019,815
283
$25.1M 0.06%
+720,485
284
$25M 0.06%
+467,725
285
$25M 0.06%
+515,501
286
$25M 0.06%
+379,423
287
$24.9M 0.06%
+1,443,636
288
$24.9M 0.06%
+544,860
289
$24.9M 0.06%
+1,071,083
290
$24.8M 0.06%
+308,842
291
$24.6M 0.06%
+303,317
292
$24.5M 0.06%
+108,583
293
$24.4M 0.06%
+1,407,125
294
$24.1M 0.06%
+462,089
295
$23.9M 0.06%
+451,424
296
$23.8M 0.06%
+334,967
297
$23.7M 0.06%
+627,667
298
$23.3M 0.06%
+688,753
299
$23.3M 0.06%
+413,728
300
$23.1M 0.06%
+606,653